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Bank of New York Mellon

1,243 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 404 increasing their positions, 461 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+86
Holders Change %
+7.43%
% of All Funds
18.02%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
162
Increased
404
Reduced
461
Closed
62
Calls
$227M
Puts
$161M
Net Calls
+$66.3M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
976
Insigneo Advisory Services
Florida
$219K +$219K +3,794 New
MAM
977
MMA Asset Management
Pennsylvania
$219K +$219K +3,800 New
TCWM
978
Total Clarity Wealth Management
Illinois
$218K +$218K +3,786 New
WSTAM
979
Wilbanks Smith & Thomas Asset Management
Virginia
$218K -$84.4K -1,464 -28%
GWM
980
GDS Wealth Management
Texas
$218K +$218K +3,777 New
OLA
981
Oliver Luxxe Assets
New Jersey
$217K +$217K +3,773 New
TWP
982
Tyche Wealth Partners
Texas
$217K -$257K -4,465 -54%
VAM
983
Verity Asset Management
North Carolina
$215K +$215K +3,738 New
CA
984
Clearstead Advisors
Ohio
$215K -$18.9K -326 -8%
OKSA
985
O'Keefe Stevens Advisory
New York
$214K +$214K +3,710 New
DWM
986
Dorchester Wealth Management
Quebec, Canada
$213K +$213K +3,700 New
CA
987
Commerzbank Aktiengesellschaft
Germany
$213K +$213K +3,682 New
WCP
988
Welch Capital Partners
New York
$213K +$213K +3,701 New
MHC
989
Meyer Handelman Company
New York
$213K +$213K +3,696 New
BTW
990
Boston Trust Walden
Massachusetts
$212K -$26.6K -462 -11%
EWM
991
Empirical Wealth Management
Washington
$209K +$209K +3,632 New
KC
992
Kingfisher Capital
North Carolina
$209K +$209K +3,619 New
SB
993
Strategic Blueprint
Georgia
$207K +$207K +3,598 New
AC
994
Abbrea Capital
California
$206K +$206K +3,581 New
RCG
995
Regatta Capital Group
California
$203K +$203K +3,528 New
MCWS
996
McKinley Carter Wealth Services
West Virginia
$203K +$203K +3,525 New
PCM
997
Penserra Capital Management
California
$203K -$193K -3,370 -49%
BSW
998
Buckingham Strategic Wealth
Missouri
$202K +$202K +3,511 New
GDP
999
Great Diamond Partners
Maine
$201K +$201K +3,482 New
LJHT
1000
Laurie J. Hall Trustee
$197K -$111K -1,930 -36%